Thursday, December 29, 2022 09:00 PMSource: Bloomberg by Jan-Patrick Barnert Recession, rate hikes risk spurring earnings slowdown in 2023 - Question marks remain over how Big Tech and China will fare. More tech tantrums. China’s Covid surge. And above all, no central banks riding to the rescue if things go wrong. Reeling from a record
Bob PisaniCNBCOctober 17,2022 The first crop of earnings reports was a disappointment, but most of the early bank reports on Friday were decent, and Bank of America also reported earnings above expectations Monday morning. Thirty- five companies have reported third-quarter earnings so far. Of that group, 68.5% have beaten estimates, lower than the prior four-quarter
John Butters Factset October 10, 2022 As of today, the S&P 500 is expected to report (year over-year) earnings growth of 2.4% for the third quarter, which would be the lowest earnings growth reported by the index since Q3 2020. Given that most S&P 500 companies report actual earnings above estimates, what is the likelihood
Published 09/13/22 Source: Bloomberg by Gina Martin Adams and Gillian Wolff Recent recession experiences have led most to believe that S&P 500 earnings are likely to get crushed in response to higher interest rates, but an examination of longer-term history shows earnings declines vary extensively. Without clear economic excesses to be resolved, the consensus for
Thursday, August 25, 2022 08:42 AM Source: Bloomberg By Reade Pickert A measure of US profit margins has reached its widest since 1950, suggesting that the prices charged by businesses are outpacing their increased costs for production and labor. After-tax profits as a share of gross value added for non-financial corporations, a measure of aggregate
Thursday, July 7, 2022 03:00 AM Source: Bloomberg, Coner Sen Checking in on the health of the economy used to mean a quick glance at a handful of indicators: unemployment and inflation rates, a couple quarters of gross domestic product growth, housing market sales, maybe the recent performance of the stock market. That approach isn’t as
CNBC Pro PUBLISHED THU, MAY 26 2022 9:22 PM EDT Zavier Ong Goldman Sachs has named four “compelling” buying opportunities in tech after a mixed bag of first-quarter earnings. The stocks offer solid topline growth and are more likely to prevail amid the current market volatility, the bank said. After years of market-beating returns, tech stocks have
CNBC PUBLISHED FRI, APR 29 2022 5:10 PM EDT Kevin Stankiewicz Wall Street just finished up a brutal April, and Wharton School’s Jeremy Siegel told CNBC he’s now liking where the stock market sits. In an interview on “Closing Bell: Overtime,” the longtime University of Pennsylvania finance professor stressed it’s impossible to know if the
CNBC PUBLISHED WED, APR 27 2022 12:47 PM EDT Samantha Subin Fundstrat Global Advisors’ Tom Lee believes the latest tech sell-off is a buying opportunity for FAANG names that are on the verge of value prices. “As you know investing isn’t really about trying to make money every month, but it is about trying to
CNBC PUBLISHED SUN, MAY 1 2022 9:11 AM EDT Swati Goyal, Tipranks.com Earnings season can bring heightened volatility to the markets, and this time it’s showing no sign of slowing down. In tumultuous times like these, short-term bets can be dangerous. Instead, investors may better withstand the turbulence by taking a long-term perspective. Some of Wall